It’s a bird—it’s a plane—it’s Redtail University,
returning better than ever for 2019!

Featuring a heroic new spin on tech training, RTU looks to deliver knowledge of financial technology back to the forefront in offices of all sizes. By focusing on user feedback as well as the diverse goals of each office, we’ve brought variety to our Redtail University lineup to fit those needs! Be a superhero to your clients and learn more about RTU and RTU XL today!

What is RTU? Funny you should ask.

Check out what we’re all about in this video, then scroll below for dates and sign up!

Calling all heroes! Redtail University is back to help you learn all about using the tools and techniques necessary to make you a superhero to your clients! Featuring two classes, we’ll be covering all there is to learn in Redtail CRM, while also highlighting the newest tools, updates, and functionalities at your disposal. Join our Redtail Trainers to have your mind filled with knowledge on the ins and outs of maximizing your CRM tools in one of our two classes: Implement and Strategy. Implement is all about focusing on the tools you have at your disposal and how they function in your office life. This is a nuts-and-bolts, point-and-click training that lays out concepts and situations and then shows how to implement them in the CRM (you can follow along in your own database or a demo database). The main approach of the Implement course is How to use Redtail CRM in the day-to-day. Recommended Attendees for Implement: Newer users (1 year or less), Office Staff, 1-Person Advisor offices, ‘I don’t know what I don’t know’, ‘I feel like I’m only using 5% of Redtail’, ‘How do I do that?’ Strategy focuses on direct approaches to common situations faced by financial heroes. While we still utilize functions in the CRM, this class is more about a conceptual discussion of the tools available as well as when and why to use them. The main approach of Strategy is What Redtail CRM is capable of for you and your team. Recommended Attendees for Strategy: Seasoned users (2 years or more), Office Managers, Office Delegators, Advisors w/ Staff, ‘Trouble with practice management.’ Remember, there is no wrong class to pick, and we’re confident you’ll gain the knowledge to fly your client experiences to new heights you never before dreamed possible! Cost: $425 per person (hotel not included)

RTU XL takes one of the most popular pieces of feedback from regular Redtail Universities and gives the people what they want: a two-day educational training featuring even more application and additional best practices. For RTU XL, we cover similar topics to the ones covered at Redtail University, but at a steadier pace, allowing for additional examples of application, further conversation, and more time for users to get their questions answered. Featuring two classes, we’ll be covering all there is to learn in Redtail CRM, while also highlighting the newest tools, updates, and functionalities at your disposal. Join our Redtail Trainers to have your mind filled (and maybe even blown) with knowledge on the ins and outs of maximizing your CRM tools in one of our two classes: Implement and Strategy. Implement is all about focusing on the tools you have at your disposal and how they function in your office life. This is a nuts-and-bolts, point-and-click training that lays out concepts and situations and then shows how to implement them in the CRM (you can follow along in your own database or a demo database). The main approach of the Implement course is How to use Redtail CRM in the day-to-day. Recommended Attendees for Implement: Newer users (1 year or less), Office Staff, 1-Person Advisor offices, ‘I don’t know what I don’t know’, ‘I feel like I’m only using 5% of Redtail’, ‘How do I do that?’ Strategy focuses on direct approaches to common situations faced by financial heroes. While we still utilize functions in the CRM, this class is more about a conceptual discussion of the tools available as well as when and why to use them. The main approach of Strategy is What Redtail CRM is capable of for you and your team. Recommended Attendees for Strategy: Seasoned users (2 years or more), Office Managers, Office Delegators, Advisors w/ Staff, ‘Trouble with practice management.’Cost: $499 per person (hotel not included)